Our Services

The strength of independence.

We believe that good financial advice comes from independent advice. We provide our clients with tangible strategies that are tailored to their unique needs. Our clients are free to choose any or all of our services, with no hidden requirements.

Our Services

Investment management.

Wealth is neither created overnight nor preserved by accident. We manage each of our client's assests with their specific goals and situation in mind. Our asset management approach, developed and refined for nearly three decades, utilizes asset allocation as its primary portfolio strategy.

Asset Allocation

By spreading your investments across different kinds of stocks, bonds, and cash equivalents, your portfolio is able to participate in a variety of market sectors while seeking to reduce overall risk. While no single investment approach can guarantee success, asset allocation can temper the ups and downs of the market and enhance portfolio returns.

A thorough portfolio strategy is one that seeks to protect from the twin threats of inflation and taxes in addition to investment loss. Our allocation strategy works to combat these constant enemies that weigh down on the growth of your portfolio.

Our diversification strategy utilizes portfolio managers in addition to robust research and comprehensive investment tools. This allows us to carefully allocate your assets, monitor them regularly and make changes accordingly.

Private wealth management services

Ideal for the investor interested in premium services, but not interested in paying a commission, we offer custom-made, actively managed, diversified portfolios.

Unlike some other advisory programs, we offer access to thousands of funds and to unique share classes. Stocks and bonds are purchased with little or no transaction fees.

Because we are independent of investment banks and insurance companies, we have the freedom to offer our clients the investment choices guided first by their personal needs and suitability. We strive to minimize opportunity for conflicts of interest by engaging our clients in an advisory relationship and maintaining their best interest as our primary focus.

We are currently accepting asset management clients with $250,000 or greater portfolios. We offer fee reductions for accounts at $1 million, $5 million, and $10 million levels.